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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,564 | $102,663-13.7% | $86,216+2.7% | $139,466-36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.63% | 1924.52%-1907.9pp | 1169.42%-1152.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,871 | $3,035-38.4% | $2,382-21.5% | $4,754-60.7% |
| Participant deferral / active EE | $12,752 | $4,677+172.6% | $3,986+219.9% | $6,712+90.0% |
| Admin fee / account holder | $10,024 | $8,663+15.7% | $6,853+46.3% | $11,409-12.1% |